Attach files to a Contact record

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Attach files to a Contact record

With ActiveCampaign, you can attach files directly to a Contact record. This feature is particularly useful for keeping essential documents organized and easily accessible within your contact management system. Whether you're attaching onboarding materials, file intake information, or images, this capability enhances your ability to manage relationships with your contacts effectively.

Why It Matters

Attaching files to a Contact record is vital as it consolidates all relevant information connected to a contact in one location. This organization not only streamlines your workflow but also ensures that you can easily access important documents when needed. Additionally, it provides seamless collaboration among team members who may need to review or utilize these files during their interactions with the contact.

How to Access This Feature

You can add files to a Contact record during or after the creation of the contact. The following steps outline how to access and use this feature.

Step-by-Step Instructions

1. **Creating a Contact**:

  - Start by creating a Contact if you haven't done so already. Once the Contact is created, you can proceed to attach files.

2. **Accessing the File Attachment**:

  - There are two primary ways to attach files:
    - Click on the Action button dropdown located at the top right of the Contact record, and select Add a file to choose files from your computer.
    - Alternatively, click on the Files tab at the bottom left of the Contact record.

3. **Uploading Files**:

  - From the Files tab, you can upload files using one of the following methods:
    - **Drag and Drop**: Simply drag files from your computer into the designated area.
    - **Use the Add a File Button**: Click the Add a file button to browse and select files from your computer.

4. **Upload Completion Notification**:

  - As you upload your files, a notification will appear to confirm that the upload is complete. Keep this page open to continue the upload process without interruption.

5. **Viewing Uploaded Files**:

  - Uploaded files will be displayed under the Files tab with the following information:
    - File Name
    - Date Added
    - File Size
    - Updated By

6. **File Management Options**:

  - To manage the uploaded files, look for the three dots beside each file. Clicking on these dots will allow you to download, rename, or delete the file. 

Configuration Options and Settings

When utilizing the file attachment feature, here are some important configuration options and limits to be aware of:

- **File Storage Limits**:

 - Plus: 1GB
 - Professional: 5GB
 - Enterprise: 10GB
 - Trial: 250MB

- **File Size Limit**:

 - Each uploaded file can be up to **75MB**.

- **Supported File Types**:

 - Currently, the following file types are supported:
   - pdf
   - doc/docx
   - xls/xlsx
   - pptx
   - csv
   - tif/tiff
   - txt
   - jpg/jpeg
   - png
   - gif
   - svg

- **User Permissions**:

 - Users with permission to view Accounts can attach files, rename files, and download files.
 - Any user with access to Accounts can view file attachments.
 - Only users in the Admin group have the ability to delete files.

Best Practices and Tips

- **Organize Files Appropriately**: Make sure to categorize and label files clearly for easy retrieval. - **Regularly Review Attachments**: Check uploaded files periodically to ensure that they remain relevant and remove any outdated documents. - **Avoid Overloading File Capacity**: Monitor your storage limits based on your ActiveCampaign plan to prevent interruptions in file uploads. - **Utilize Supported File Types**: Adhere strictly to the file types mentioned above to avoid upload errors.

Common Use Cases

- **Onboarding**: Attach onboarding materials for new team members. - **Client Intake**: Upload initial intake documents from clients for easy reference. - **Marketing Materials**: Keep marketing collateral readily available for team access when engaging with contacts. - **Support Documentation**: Attach relevant support files that can assist in resolving customer inquiries.

Troubleshooting

If you encounter issues while uploading files, consider the following:

- **Check File Size and Type**: Ensure that the file size does not exceed 75MB and that you are using a supported file format. - **Storage Limits**: Confirm that your current plan's storage limits have not been reached, which might prevent you from uploading new files. - **User Permissions**: Verify that your user role allows file uploads. If you are unable to upload, check with an Admin for permissions.

Related Features

For additional capabilities and features related to contact management, refer to: - Contacts - Notes - for adding comments or notes on contact records. - Tags - for organizing contacts with specific tags for easy filtering.

FAQ

Q: What types of files can I attach to a Contact record? A: You can attach various types of files, including pdf, doc/docx, xls/xlsx, pptx, csv, tif, tiff, txt, jpg/jpeg, png, gif, and svg.

Q: How do I know if my file upload is complete? A: A notification will appear confirming that your file upload has been completed.

Q: Can anyone delete files from a Contact record? A: Only users in the Admin group have permission to delete files from a Contact record.

Q: Is there a file size limit for each uploaded file? A: Yes, the maximum file size allowed per upload is 75MB.

Q: How can I download a file I have uploaded? A: Navigate to the Files tab on the Contact record, locate the file, and click on the three dots next to it to select the download option.

Q: What happens if I exceed my storage limit? A: If you exceed your storage limit based on your plan tier, you will not be able to upload additional files until space is made available.

Q: Can I attach files in bulk? A: Currently, you can use drag and drop or the Add a file option for individual file uploads; bulk upload is not specified, but drag-and-drop from multiple selected files may work.

Use this article to efficiently manage your files within ActiveCampaign, enhancing your contact handling capabilities. ```